Agency Settings

Agency Branding

Customise how your agency appears within PipeIQ

Brand Name
Shown in client portal header
Brand Colour
Primary colour for client portal
Agency Email
Replies go to this address
✅ Step 1 done — save branding above, then add your first client.
Step 2: Add Client →

Your Plan

Agency Partner Plan
£199/month · Unlimited clients · from 10p per SMS
✓ Active
Billing
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Dedicated SMS Number

The UK mobile number your campaigns send from

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Your outbound number — replies come back to your PipeIQ inbox

Follow-up Nurture

3-week and 6-week auto follow-ups sent to unconverted contacts

Pause nurture messages
Messages queue up and send when you re-enable — nothing is lost

Opt-out List

Import phone numbers that have previously opted out of your SMS campaigns

These numbers will never receive messages from your account — even if they appear in an uploaded contact list. Import anyone who opted out before you joined PipeIQ to stay PECR compliant.

Lead Capture Page

Your personal landing page — share this link anywhere to capture enquiries automatically

Your capture page URL
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First-touch SMS template
Sent automatically when someone submits your capture page. Use {first_name} and {business}.

Share this URL on your website, WhatsApp, social media, or QR code. Every submission gets an automatic SMS reply within 60 seconds.

Post-Job Automation

Automatically sent after you mark a job done — review request, referral, and win-back

Google Review link
Included in your review request SMS (24h after job done). Get it from Google Business Profile → "Ask for reviews".
Trade type
Used in referral SMS: "Know anyone who needs a [trade type]?" e.g. "plumber", "electrician", "cleaner"

Seasonal Campaign Templates

One-click campaign templates — pre-written, TPS screened, ready to send

Click any template to start a campaign with it pre-loaded. You can edit the copy before sending.

❄️ Winter Boiler Check
"Hi {first_name}, winter's coming — is your boiler ready? {business} can book a service this month. Reply YES to secure your slot. Reply STOP to opt out."
☀️ Summer Air Con
"Hi {first_name}, summer's here — get your air conditioning checked before the heatwave. {business} has slots this week. Reply YES to book. Reply STOP to opt out."
🔧 Annual Service Reminder
"Hi {first_name}, it's time for your annual service with {business}. Don't leave it too late — book now and we'll fit you in this month. Reply YES. Reply STOP to opt out."
🎉 New Year Clear-Out
"Hi {first_name}, new year, fresh start — {business} can help you get sorted. We have availability in January. Reply YES to book a slot. Reply STOP to opt out."

Account

Support
Direct line to your account manager
support@pipeiq.co.uk